BKM Wealth Management’s JPMorgan Diversified Return Emerging Markets Equity ETF JPEM Stock Holding History

BKM Wealth Management’s Portfolio JPEM Stock Details JPEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.35M	Sell	21,438 -10,388	-33%	-$671K	0.48%	61
2026 Q1	$1.98M	Buy	31,826 +1,520	+5%	+$97K	0.72%	44
2025 Q4	$1.84M	Buy	30,306 +10,039	+50%	+$603K	0.67%	43
2025 Q3	$1.2M	Buy	20,267 +1,424	+8%	+$82.3K	0.44%	63
2025 Q2	$1.06M	Sell	18,843 -2,619	-12%	-$142K	0.42%	66
2025 Q1	$1.13M	Buy	21,462 +1,047	+5%	+$55K	0.47%	61
2024 Q4	$1.06M	Buy	20,415 +465	+2%	+$25.2K	0.43%	61
2024 Q3	$1.13M	Buy	19,950 +2,048	+11%	+$112K	0.46%	63
2024 Q2	$968K	Buy	17,902 +4,786	+36%	+$263K	0.47%	65
2024 Q1	$701K	Buy	13,116 +270	+2%	+$14.3K	0.3%	85
2023 Q4	$672K	Buy	+12,846	New	+$644K	0.29%	82

Other funds holding JPEM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SAM Advisors Oakhurst, California $366M AUM 19.93% 1-Year Est. Return

AMM

American Money Management Rancho Santa Fe, California $700M AUM 20.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

BKM Wealth Management's JPEM Position: Q2 2026 in Review

BKM Wealth Management reduced its JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) stake by 33% in Q2 2026, selling an estimated $671K and leaving 21,438 shares worth $1.35M. The position accounts for 0.48% of the portfolio, ranked #61.

BKM Wealth Management first reported a position in JPEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.98M in Q1 2026. 114 funds tracked by Wall St. Rank hold JPEM as of Q2 2026.

BKM Wealth Management held 21,438 shares of JPMorgan Diversified Return Emerging Markets Equity ETF worth $1.35M as of Q2 2026.
BKM Wealth Management sold 10,388 JPMorgan Diversified Return Emerging Markets Equity ETF shares in Q2 2026, an estimated $671K.
JPMorgan Diversified Return Emerging Markets Equity ETF made up 0.48% of BKM Wealth Management's portfolio in Q2 2026, its #61 holding.
BKM Wealth Management first reported a position in JPMorgan Diversified Return Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's JPMorgan Diversified Return Emerging Markets Equity ETF position peaked at $1.98M in Q1 2026.
114 funds tracked by Wall St. Rank held JPMorgan Diversified Return Emerging Markets Equity ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.